See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,810 | $95,803+105.4% | $113,168+73.9% | $84,808+132.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 9.97% | 25.00%-15.0pp | 24.27%-14.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $12,861 | $2,360+445.0% | $2,975+332.3% | $2,631+388.8% |
| Participant deferral / active EE | $6,033 | $4,242+42.2% | $5,107+18.1% | $4,212+43.2% |
| Admin fee / account holder | $2,534 | $8,989-71.8% | $12,068-79.0% | $7,344-65.5% |